Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.50%
3 year
15.16%
5 year
7.04%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
9.52%
Sharpe
1.28
Sortino
2.28
Max drawdown
-23.86%
Best month
9.80%
Worst month
-11.98%
Beta vs VTSAX
0.71
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.